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Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

 

Not all areas of Tax Planning are regulated by the Financial Conduct Authority.

 

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested’

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FUND MANAGEMENT

Making the most of your investments and savings.

Traditionally investment management advice has been provided by financial advisers and fund managers on either an advisory or discretionary basis. In simple terms an advisory service is where a recommendation is made to purchase a particular product or fund but the final decision lies with the client. A discretionary service is where the client hands over day to day investment responsibilities to a suitably qualified adviser or funds manager and investment decisions are then made on behalf of the client. An advisory service is more transactional in nature where products or funds are chosen as and when advice is required. A discretionary service is geared towards long term advice where an individual client pays a fee for professional and ongoing investment advice.

 

 

MK Financial Planning Limited is an appointed representative of pi financial ltd: Company Number 3556277. pi financial ltd is authorised and regulated by the 

Financial Conduct Authority and appear on the FCA website under reference 186419.

 

MK Financial Planning Ltd registered address is Financial House, Suite A, 267 Southmead Road, Westbury On  Trym, Bristol, BS10 5EL

 

; MK Financial Planning Ltd registered in England No: 05487160 and appear on the FCA website under reference 435374; pi financial ltd is registered in England. Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU

 

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